See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,768 | $183,519+190.3% | $155,509+242.6% | $145,922+265.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $40,690 | $5,313+665.9% | $4,672+770.8% | $4,660+773.2% |
| Participant deferral / active EE | $25,108 | $6,462+288.5% | $5,626+346.3% | $6,688+275.4% |
| Admin fee / account holder | $265,762 | $19,313+1276.1% | $15,912+1570.2% | $13,397+1883.7% |